Family Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Wealth Partners, founded in 2019, provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, and small businesses, managing roughly $131 million in client assets with two advisors across about 222 client relationships. The firm also offers limited standalone financial planning and consultation on topics such as cash flow, tax, insurance, estate, retirement, education, and real estate planning.
The firm implements investment strategies primarily through proprietary model portfolios and may utilize Independent Managers, allocating among stocks, corporate and government bonds, ETFs, and mutual funds; Family Wealth Partners applies both fundamental and technical analysis and conducts at least annual account reviews. Accounts are generally custodied at Charles Schwab and managed on a discretionary basis with fees commonly charged as a percentage of assets under management.
What is distinctive for this firm is that certain supervised persons, in their individual capacities, are registered representatives of a FINRA‑member broker‑dealer (PKS) and are licensed insurance agents, enabling them to offer commissionable securities and insurance products alongside fee‑based advisory services; the brochure discloses these dual roles and the related conflicts of interest and mitigation steps. The firm also uses Standing Letters of Authorization for third‑party transfers and treats those arrangements as custody under SEC no‑action guidance, with procedures intended to address the attendant compliance requirements.
Client services
Expertise
Fee options
Fixed fees may be charged for financial planning and consultation services on standalone basis (negotiable)
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Certain Supervised Persons may offer insurance products on a commission basis; representatives are also registered representatives of broker-dealer and may earn commissions and 12b-1 fees from securities transactions.
Financial planning and consulting fees generally $300 per hour (negotiable)
Main office
152 Himmelein Road, Suite 700
Medford NJ 08055
Advisors at this office
2
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tylor L
Series 66
Medford, NJ
Family Wealth Partners LLC
Tylor Love is a financial advisor at Family Wealth Partners LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Family Wealth Partners, founded in 2019, provides discretionary wealth management services to individuals, trusts, estates, and small businesses, managing approximately $131 million in client assets. The firm utilizes proprietary model portfolios and independent managers, applying both fundamental and technical analysis in its investment approach.
Mark F
Series 66
Medford, NJ
Family Wealth Partners LLC
Mark Finelli is a financial advisor with Family Wealth Partners LLC in Medford, NJ, holding a Series 66 designation and 24 years of industry experience. Prior to founding Family Wealth Partners in 2019, he worked at Bank of America and Merrill Lynch from 2009 to 2019. Outside of finance, he owns a charter fishing business and volunteers as a coach in his local community. Family Wealth Partners provides wealth management and financial planning services to individuals, trusts, estates, and small businesses, managing approximately $103 million across 171 client accounts with diversified portfolios and ongoing oversight.
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